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As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...
As indicated by the survey of global market intelligence firm TrendForce, HBM2e serves as the mainstream product for the HBM (High Bandwidth Memory) market for 2023...
In 1H23, economic headwinds, turbulence in the financial market, and tightening credit supply caused a sharp drop in consumer confidence. This led to a corresponding decline in the demand for mainstream consumer electronics such as smartphones and notebook computers...
Regarding negotiations for the 3Q23 contracts, suppliers and buyers for the most part have yet to reach a general agreement on price and are in a deadlock...
Suppliers are exhibiting clear intentions in safeguarding the bottom line of their prices amidst the successive release of quotations for 3Q23 contract prices...
TSMC generated US$15.66 billion (calculation based on US$1=NT$30.7124) of revenue in 2Q23 under a QoQ reduction of roughly 6.4%, which largely coincided with the upper end of its financial forecast...
1. Overview of Industry for GaN Power Devices
2. Analysis of Market for GaN Substrates/Epi-Wafers
3. Analysis of Market for GaN Power Devices
4. Analysis on Application Scenarios for GaN Power Devices
5. Analysis on Major Suppliers
TrendForce, after a survey on the supply chain, adheres to a YoY decline of 5.2% for the projection on motherboard production among ODMs in this week’s Bulletin primarily due to how prominent server buyers...
DRAM suppliers and buyers are currently in the midst of negotiations for 3Q23 contracts, so a general consensus on price has yet to be reached...
Price negotiations for 3Q23 are still underway without any clear consensus as of yet. PC OEMs have become buyers of prioritized negotiations for various suppliers due to SSD demand...
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